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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 1030 | 1069 | 1200 | 1186 | 1686 | 2880 |
Fund Return | 3% | 6.93% | 20.04% | 5.85% | 11.02% | 11.16% |
Place in category | 47 | 23 | 4 | 3 | 7 | 3 |
% in Category | 50 | 18 | 4 | 3 | 8 | 4 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Franklin Convertible Securities Adv | 1.74B | 3.04 | 6.13 | 11.44 | ||
Franklin Floating Rate Daily AccesA | 988.69M | 0.53 | 6.90 | 3.94 | ||
Franklin K2 Alternative Strategies | 364M | 1.19 | 3.01 | 3.06 | ||
Franklin Floating Rate Daily Access | 322.02M | 8.10 | 7.42 | 4.04 | ||
Franklin K2 Alternative StrategiesR | 124.06M | 10.73 | 1.73 | 2.92 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Fidelity Convertible Securities | 2.16B | 3.23 | 5.66 | 9.03 | ||
Franklin Convertible Securities Adv | 1.74B | 3.04 | 6.13 | 11.44 | ||
AllianzGI Convertible Institutional | 1.1B | 3.12 | 4.11 | 10.35 | ||
MainStay VP Convertible Portfolio S | 926.1M | 2.72 | 3.49 | 8.69 | ||
MainStay Convertible Instl | 833.71M | 2.67 | 4.05 | 9.05 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Apollo Global Management Prf A | US03769M3043 | 2.80 | 79.31 | -3.91% | |
Axon Enterprise Inc 0.5% | - | 2.38 | - | - | |
Hewlett Packard Enterprise Prf C | US42824C2089 | 2.26 | 60.76 | -2.19% | |
Burlington Stores Inc. 1.25% | - | 2.24 | - | - | |
Insulet Corporation 0.375% | - | 2.24 | - | - |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Sell | Buy | Strong Buy |
Technical Indicators | Sell | Sell | Strong Buy |
Summary | Sell | Neutral | Strong Buy |
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